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SPDR Portfolio S&P 400 Mid Cap ETF
SPMD

Overview Fund Activity

325 hedge funds and large institutions have $3.81B invested in SPDR Portfolio S&P 400 Mid Cap ETF in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 159 increasing their positions, 99 reducing their positions, and 29 closing their positions.

Holders
325
Holders Change
-13
Holders Change %
-3.85%
% of All Funds
5.71%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.46%
New
23
Increased
159
Reduced
99
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$1.77B
2
ODFS
2
O'Donnell Financial Services
California
$17.2M
3
ACM
3
AlphaStar Capital Management
North Carolina
$36.9M
4
WANY
4
Wealthspire Advisors (New York)
New York
$11M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.52M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$13.6M
2
PI
2
PFS Investments
Georgia
$0
3
LPL Financial
3
LPL Financial
California
$286M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$42.6M
5
TA
5
Tiedemann Advisors
New York
$322M
Name Market Value Shares Shares
Change 		Shares
Change %
IWC
101
Integrated Wealth Concepts
Massachusetts
$2.39M 51,746 -2,599 -5%
TRCT
102
Tower Research Capital (TRC)
New York
$2.38M 51,502 +51,001 +10,180%
GWM
103
Geneos Wealth Management
Colorado
$2.32M 49,388 +5,149 +12%
GF
104
Goodman Financial
Texas
$2.31M 50,037 +510 +1%
AWA
105
Arete Wealth Advisors
Illinois
$2.09M 45,315 -355 -0.8%
EDRIA
106
Edmonds Duncan Registered Investment Advisors
Kansas
$2.04M 44,224 +1,746 +4%
AWMG
107
Alliance Wealth Management Group
New Jersey
$2.04M 44,204 +1,279 +3%
SWP
108
Stratos Wealth Partners
Ohio
$1.85M 39,994 +1,161 +3%
IA
109
IFG Advisory
Georgia
$1.8M 38,928 +8,045 +26%
PFG
110
PAX Financial Group
Texas
$1.76M 38,086 +3,075 +9%
OC
111
Oarsman Capital
Wisconsin
$1.74M 37,766 +1,186 +3%
RPCA
112
Running Point Capital Advisors
California
$1.71M 37,074 – –
FCI
113
Financial Counselors Inc
Kansas
$1.63M 35,303 +5,982 +20%
PC
114
Pecaut & Co
Iowa
$1.62M 35,028 +26,599 +316%
SS
115
Simplicity Solutions
Minnesota
$1.61M 34,880 +5,837 +20%
CPA
116
Clear Perspective Advisors
Illinois
$1.6M 34,688 +2,512 +8%
ARC
117
Advisor Resource Council
Texas
$1.59M 34,450 -205,332 -86%
RFG
118
Range Financial Group
Oregon
$1.58M 34,310 +78 +0.2%
PWM
119
Penobscot Wealth Management
Maine
$1.55M 33,604 -2,700 -7%
DWM
120
Doyle Wealth Management
Florida
$1.49M 32,264 +1,032 +3%
BWFA
121
Baltimore-Washington Financial Advisors
Maryland
$1.48M 32,083 -10 -0%
NA
122
NewEdge Advisors
Louisiana
$1.47M 31,764 +1,512 +5%
T
123
TrueFG
Texas
$1.46M 29,909 +1,578 +6%
JPG
124
Jordan Park Group
California
$1.44M 31,239 +31,239 New
UWM
125
USAdvisors Wealth Management
Minnesota
$1.43M 30,972 +2,754 +10%
3 4
5
6 7